Preparing for Retirement

Brian Fricke, CFP®Retirement Planning

When you’re planning a vacation, you do legwork ahead of time. You buy a travel guide or look online for details about your destination; you comparison shop airfare, hotels, rental cars, etc. Planning ahead is simply a sensible strategy that helps you avoid stress. But somehow, when it comes to retirement planning, people often overlook this type of preparation. Perhaps … Read More

The #1 Concern of Retiring Before Age 65

Brian Fricke, CFP®Financial Planning, Insurance

Congratulations! You’ve worked hard, planned and saved and now you’re able to do what very few people can: you are able to retire before you turn age 65. If you’re in this group, the single biggest concern you have now is health insurance. Q. What do you do if you’re retiring before age 65 and going on Medicare? Assuming your … Read More

A Retirement Story: The Silent Threat to Your Retirement Savings

Brian Fricke, CFP®Retirement Planning

When my grandparents took early retirement at age sixty-two, they did pretty much what everyone of their era did: My grandfather had worked for the same company for more than thirty years while my grandmother stayed at home and raised the family. When my grandfather retired, they sold their home up north and moved to Florida. They put all of … Read More

Filtering Out Good Financial Advice vs. Financial Advice That’s Good for You

Brian Fricke, CFP®Investing

  These financial “gurus” reach millions of people a day, and for the most part, give pretty good advice. However, that doesn’t mean that their advice is good for you. Why? The financial shows they advise for are geared towards the sound bite; entertaining, generic, broad, and quick. For example, a common piece of advice given is that a Roth … Read More